See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,337 | $73,515-83.2% | $62,995-80.4% | $147,584-91.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,615 | $3,320-51.4% | $2,759-41.5% | $4,876-66.9% |
| Participant deferral / active EE | $3,030 | $4,185-27.6% | $3,329-9.0% | $5,439-44.3% |
| Admin fee / account holder | $185 | $5,953-96.9% | $3,600-94.9% | $10,885-98.3% |